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First Trust Horizon Managed Volatility Small/Mid ETF
HSMV

11 hedge funds and large institutions have $12.8M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

0.02% more ownership

Funds ownership: 90.82% → 90.83% (+0.02%)

0% more funds holding

Funds holding: 11 → 11 (0)

5% less capital invested

Capital invested by funds: $13.5M → $12.8M (-$724K)

Holders
11
Holders Change
–
Holders Change %
0%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
6
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$192K
2
Citadel Advisors
Citadel Advisors
Florida
+$41.5K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$11.5K
4
UBS Group
UBS Group
Switzerland
+$8.43K
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.22K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$235K
2
OPS
Orion Portfolio Solutions
Nebraska
-$16.5K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.28K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.21M +$192K +6,236 +3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.45M +$11.5K +372 +0.2%
OPS
3
Orion Portfolio Solutions
Nebraska
$1.17M -$16.5K -535 -1%
Citadel Advisors
4
Citadel Advisors
Florida
$980K +$41.5K +1,344 +4%
TRCT
5
Tower Research Capital (TRC)
New York
$553K -$235K -7,627 -28%
AAS
6
Avantax Advisory Services
Texas
$250K +$895 +29 +0.3%
UBS Group
7
UBS Group
Switzerland
$57K +$8.43K +273 +15%
Osaic Holdings
8
Osaic Holdings
Arizona
$44K +$5.22K +169 +12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$29K -$5.28K -171 -14%
IA
10
IFP Advisors
Florida
$13K – – –

HSMV Hedge Fund Activity: Q3 2022 in Review

11 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q3 2022, worth a combined $12.8M — down 5.4% from $13.5M a quarter earlier.

Fund positioning in HSMV was balanced in Q3 2022: 0 funds opened new positions, 0 closed out, 6 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $192K. The largest seller was Tower Research Capital (TRC), cutting an estimated $235K.

  • 11 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $12.8M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q3 2022, down 5.4% quarter-over-quarter.
  • 0 funds opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q3 2022 and 0 closed out.
  • The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $192K added.
  • The largest First Trust Horizon Managed Volatility Small/Mid ETF seller in Q3 2022 was Tower Research Capital (TRC), an estimated $235K sold.

Based on aggregated 13F filings for Q3 2022.